Stripe is a leading platform for accepting payments online and in-person, embedding financial services, powering custom revenue models, and building a more profitable business. It is powerful as a standalone product, but many customers prefer to work with their data in Excel for deeper analysis and faster decision-making. Some common uses include:

• Bulk invoice uploads
• Data enrichment
• Data migration
• Data backup
• Revenue recognition
• Tax forms
• Download reports

Data can be accessed in Excel in multiple ways, but each method comes with important aspects to consider based on what you need to do with your data and how technically savvy you need to be to access it. 

CSV Export from Stripe to Excel

Stripe has a built-in CSV feature that allows you to export Stripe data into a CSV file. To do this, you need to log in to your Stripe dashboard. Navigate to the Stripe area with the data you want to export. On the toolbar, first export, and then once you export you can filter how you choose. 

A positive aspect of using a CSV export is that you can filter the data in any way you like. CSV exports come with many negatives though, and the biggest issue is that the data is static. Every time an element of the data changes, modifications are made, or you need to update the results, it will require exporting the data all over again and repeating every step. This can be very time-consuming. 

Connect with an ODBC Driver

Connecting to Stripe via an Open Database Connectivity (ODBC) Driver is a more technically advanced and complex solution. To do so, you first have to install the ODBC Driver for Stripe. Once the driver is installed, open Excel and choose ‘data,’ then ‘get data,’ ‘from other sources,’ and finally ‘From ODBC.’ Choose your data source name or connection string, then select the table you want to retrieve and click ‘load.’ At this point, it should appear in your Excel file. 

The positive to this approach is that you can access dynamic data in Excel. The static exports and the many steps required to produce them via CSV are no longer an issue. Still, OBDC Drivers come with some drawbacks. The first is that this method can only be used for Excel on the desktop, so if users need to create or view a spreadsheet using Excel Online, this poses an issue. The other big issue is that this method is fairly advanced and non-technical users will likely find it challenging to implement. 

Automated Excel to Stripe Integration from CloudExtend

CloudExtend offers one-step Stripe integration with Excel and Power BI that lets you build powerful, accurate, and refreshable reporting for the best decision-making possible. Instead of manually exporting static data via CSV or working around the technical requirements of an ODBC Driver, you can leverage a connection to Stripe right from Excel. You can pull data on-demand or refresh it on a schedule for decisions that require the latest information. No code is required, so the process is simple for both technical and non-technical users. The best part is that once the data is in Excel, it can be analyzed and manipulated however you choose. 

CloudExtend’s Excel integration app, ExtendInsights, empowers you to pull the exact data you need from Stripe without manual extraction and transformation. Extract as much data as you need—ExtendInsights has no download limits, making it the perfect solution for any organization that has high data processing requirements. Plus, if you ever get stuck, our customer success team is just a click or a phone call away.

If you’re interested in connecting your Stripe data easily in Excel with ExtendInsights, why not give it a try for free. Get started here and use ExtendInsights for 14 days—no credit card required.